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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,717 | $81,331+52.1% | $155,534-20.5% | $80,935+52.9% |
| Participation rate | 68.4% | 66.3%+2.2pp | 78.2%-9.8pp | 67.7%+0.8pp |
| Annual return | 13.55% | 33.37%-19.8pp | 64.92%-51.4pp | 35.66%-22.1pp |
| Employer contribution / active EE | $3,155 | $3,105+1.6% | $4,675-32.5% | $2,757+14.4% |
| Participant deferral / active EE | $6,511 | $3,454+88.5% | $5,630+15.6% | $4,299+51.4% |
| Admin fee / account holder | $6,208 | $7,999-22.4% | $15,900-61.0% | $6,924-10.3% |